Recent Discussions

Discussion List

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  Target Guest Card returning "Your bank is not available right now"

  Coach Natalie 43 views 3 comments 0 points Most recent by EL1234 June 29Adding and Updating Accounts
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  [ONGOING] 5/15/26: Bank of America returns an FDP-105 error

  Coach Natalie 369 views 4 comments -1 point Most recent by Coach Natalie June 29Current Online Banking Issues
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  How to track loans out to family or friends? (edited)

  Answered ✓ FrameAndFinance 71 views 3 comments 0 points Most recent by FrameAndFinance June 29Investments
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  Happen Bank FDP-155 (edited)

  AsyncC 116 views 6 comments 1 point Most recent by looper33 June 29Adding and Updating Accounts
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  Merged: Hide the All Accounts balance at the top when viewing transactions. [Edited]

  Closed Dan DeWaal 39 views 0 comments 1 point Most recent by EL1234 June 28Feature Requests
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  Ability to hide the "All Accounts" total (edited)

  Active PWarrenB 95 views 6 comments 2 points Most recent by EL1234 June 28Feature Requests
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  How to create a receipt with multiple transactions

  Answered ✓ matthewb 30 views 1 comment 0 points Most recent by Coach Kristina June 28Invoices, Estimates, & Sales Receipts
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  Recurring Transaction Matching Issue

  Answered ✓ CROforce 102 views 6 comments 0 points Most recent by DryHeat June 28Troubleshooting
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  Bulk edit option for status field

  Active Norm6257 134 views 2 comments 4 points Most recent by Coach Kristina June 28Feature Requests
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  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 277 views 13 comments 18 points Most recent by Coach Kristina June 28Feature Requests
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  Merged: Category Display

  Closed Big Grumpy 6 views 0 comments 1 point Started by Big Grumpy June 28 Feature Requests
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  Merged: Status Bulk Change

  Closed Big Grumpy 6 views 0 comments 1 point Started by Big Grumpy June 28 Feature Requests
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  Revolut banking

  Active mattk 397 views 6 comments 12 points Most recent by Gregor June 28Report Missing Financial Institution or Biller
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  Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

  Active harinath 813 views 35 comments 63 points Most recent by Coach Kristina June 27Feature Requests
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  Start from scratch??

  Answered ✓ HMB21 33 views 1 comment 0 points Most recent by SRC54 June 27Troubleshooting
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  Merged: Quick delete for transactions

  Closed Big Grumpy 31 views 0 comments 3 points Most recent by SRC54 June 27Feature Requests
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  Merged: Duplicate button or option

  Closed Big Grumpy 11 views 0 comments 2 points Most recent by dsfreddy June 27Feature Requests
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  John Hancock 401(k) — Two Issues: Combined Account (Trad + Roth) & Persistent Security Alert Emails

  KyleCarpenter06 35 views 1 comment 0 points Most recent by Coach Jon June 26Adding and Updating Accounts
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  Apple Shortcuts Integration

  Active pawebb 257 views 5 comments 4 points Most recent by nmcmahon1215 June 26Feature Requests
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  Morgan Stanley Cash Management Connection Issues (FDP-155)

  Closed mketner 67 views 0 comments 0 points Started by mketner June 26 Adding and Updating Accounts
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  Ability to remove tags during bulk edit

  Active Norm6257 1.1K views 46 comments 69 points Most recent by dshap84 June 25Feature Requests
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  How to manage historic transactions pulled in from linked accounts as a new user? (edited)

  Answered ✓ FrameAndFinance 68 views 3 comments 0 points Most recent by Coach Jon June 25Getting Started
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  Net Worth Feature Accounts Summary: Reduced debt should show a down arrow and vice versa

  MishaM 44 views 1 comment 2 points Most recent by Coach Jon June 25Feature Requests
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  Add trend lines to the summary reports (edited)

  Active MishaM 29 views 0 comments 1 point Started by MishaM June 25 Feature Requests
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  Merged: Debt Tracker

  Closed Rodagave 5 views 0 comments 1 point Started by Rodagave June 25 Feature Requests
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  Merged: Debt tracking on a graph/report (edited)

  Closed hmlee08 265 views 0 comments 29 points Most recent by Rodagave June 25Feature Requests
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  Add a debt payoff calculator/goal/report [edited] (4 Merged Votes)

  In Review Jreno2012 3.3K views 79 comments 246 points Most recent by Rodagave June 25Feature Requests
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  TastyTrade - Tastyworks connectivity - FDP-101 (edited)

  RomanBones 141 views 17 comments 1 point Most recent by AsyncC June 25Adding and Updating Accounts
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  CIBC US Login Alert Update needed (edited)

  mfishman 28 views 1 comment 0 points Most recent by Coach Jon June 25Adding and Updating Accounts
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  D.A. Davidson is giving Care Code: FDP-105 (edited)

  JBB 39 views 1 comment 0 points Most recent by Coach Jon June 25Adding and Updating Accounts